Mga Batayang Estadistika
Pemilik Institusional | 78 total, 78 long only, 0 short only, 0 long/short - change of -5.95% MRQ |
Alokasi Portofolio Rata-rata | 0.1693 % - change of -1.75% MRQ |
Saham Institusional (Jangka Panjang) | 4,027,517 (ex 13D/G) - change of -0.33MM shares -7.47% MRQ |
Nilai Institusional (Jangka Panjang) | $ 91,582 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (US:TJUL) memiliki 78 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 4,027,517 saham. Pemegang saham terbesar meliputi Gradient Investments LLC, Commonwealth Equity Services, Llc, Vishria Bird Financial Group, LLC, Bullseye Investment Management, LLC, Mattson Financial Services, LLC, Brown Financial Advisors, Kfg Wealth Management, Llc, Advisor Group Holdings, Inc., Cambridge Investment Research Advisors, Inc., and Kestra Advisory Services, LLC .
Struktur kepemilikan institusional Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (BATS:TJUL) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 29.16 / share. Previously, on September 9, 2024, the share price was 27.14 / share. This represents an increase of 7.42% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Cetera Investment Advisers | 44,128 | -5.80 | 1,266 | -3.65 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 15,560 | 3.33 | 446 | 5.69 | ||||
2025-05-15 | 13F | Captrust Financial Advisors | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 34,617 | 1.01 | 993 | 3.33 | ||||
2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Gradient Investments LLC | 933,296 | -1.10 | 26,776 | 1.12 | ||||
2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 10,987 | -22.39 | 315 | -20.65 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 7,300 | 0.00 | 209 | 2.45 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Colony Group, LLC | 16,866 | 0.00 | 484 | 2.11 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 13,763 | -0.95 | 395 | 2.60 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 28,469 | -1.31 | 817 | 0.87 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 95,760 | 0.75 | 3 | 0.00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 5,488 | 157 | ||||||
2025-07-15 | 13F | Armis Advisers, LLC | 32,783 | 1.99 | 941 | 4.33 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 445 | -21.52 | 13 | -20.00 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 64,263 | -3.02 | 1,844 | -0.86 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 107,093 | -0.36 | 3,072 | 1.89 | ||||
2025-08-04 | 13F | Spire Wealth Management | 24,283 | -7.08 | 697 | -5.05 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 3,340 | 0.00 | 96 | 2.15 | ||||
2025-07-09 | 13F | Triumph Capital Management | 10,214 | 9.97 | 293 | 12.69 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 17 | 0 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 8,337 | 0.00 | 239 | 2.58 | ||||
2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 4,988 | 0.00 | 0 | -100.00 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 500 | 0.00 | 14 | 0.00 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 27,508 | 0.00 | 789 | 2.33 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 24,490 | -15.99 | 1 | |||||
2025-08-12 | 13F | MAI Capital Management | 203 | 0.00 | 6 | 0.00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 18,101 | -76.08 | 519 | -75.55 | ||||
2025-04-10 | 13F | Garrett Investment Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 35,548 | -1.26 | 1,020 | 0.89 | ||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 123 | 0.00 | 4 | 0.00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 59,697 | 1,713 | ||||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 20,638 | 0.00 | 592 | 2.25 | ||||
2025-08-07 | 13F | Investment Management Corp /va/ /adv | 2,317 | 0.00 | 66 | 1.54 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1,500 | 43 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 683,501 | -1.46 | 20 | 0.00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 35,672 | -0.65 | 1,023 | 1.59 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 10,625 | 0.00 | 306 | 2.35 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 8,432 | 0.00 | 242 | 2.12 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 14,490 | 1.15 | 402 | 0.25 | ||||
2025-04-11 | 13F | Pinnacle Wealth Management Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 23,117 | 663 | ||||||
2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11,089 | 0.00 | 318 | 2.25 | ||||
2025-05-14 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Three Seasons Wealth, LLC | 10,452 | 0.00 | 300 | 2.05 | ||||
2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 382,436 | -1.90 | 10,972 | 0.31 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 61,311 | 0.00 | 1,759 | 2.27 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Lake Street Financial Llc | 32,515 | -10.44 | 933 | -8.45 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 3,900 | -91.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 4,020 | 0.00 | 115 | 2.68 | ||||
2025-05-14 | 13F | Huntington National Bank | 33 | 0.00 | ||||||
2025-08-15 | 13F | Brown Financial Advisors | 100,743 | -3.09 | 2,890 | -0.89 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 29,370 | -0.01 | 843 | 2.43 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 13,850 | -43.35 | 397 | -42.13 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Capital Analysts, Inc. | 523 | 0.00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 9,794 | 0.00 | 0 | |||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 98,007 | -5.45 | 2,812 | -3.34 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 32,900 | -0.06 | 944 | 2.17 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 10,160 | 291 | ||||||
2025-07-22 | 13F | Diligent Investors, LLC | 57,415 | 0.00 | 1,647 | 2.23 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 13,435 | 0.00 | 385 | 2.39 | ||||
2025-07-08 | 13F | Paladin Wealth, LLC | 19,100 | -2.43 | 548 | -0.36 | ||||
2025-08-12 | 13F | LPL Financial LLC | 59,119 | 13.57 | 1,696 | 16.16 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 15,892 | -2.78 | 446 | -1.77 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 11,350 | -93.27 | 326 | -93.14 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 4,645 | -17.05 | 133 | -15.29 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 100 | 0.00 | 3 | 0.00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 96,123 | -5.94 | 2,758 | -3.84 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24,400 | 0.00 | 701 | 2.34 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 89,526 | -0.36 | 2,569 | 1.86 | ||||
2025-08-14 | 13F | UBS Group AG | 30,392 | 54.34 | 872 | 57.79 | ||||
2025-05-15 | 13F | SRS Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 450 | 13 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 38 | 0.00 | 1 | 0.00 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4,000 | 0.00 | 115 | 1.79 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 9,391 | -6.22 | 269 | -3.93 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,331 | -6.99 | 38 | -5.00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 17,753 | -9.23 | 509 | -7.12 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 14,435 | -0.02 | 414 | 2.22 | ||||
2025-07-09 | 13F | Central Valley Advisors, Llc | 21,658 | 0.00 | 621 | 2.31 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Bullseye Investment Management, LLC | 196,880 | 0.00 | 5,524 | 0.00 | ||||
2025-08-15 | 13F | Morgan Stanley | 1,548 | 0.00 | 44 | 2.33 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 90,177 | 20.74 | 2,587 | 23.48 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 11,930 | 0.00 | 342 | 2.40 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F/A | Barclays Plc | 6,900 | -3.67 | 0 |